Financial Operations Expert

hace 1 mes


Guaynabo, Guaynabo, Puerto Rico Popular A tiempo completo

We are seeking a highly skilled Financial Operations Expert to join our team. This role is responsible for performing Account Receivable reconciliations, investigations and support process improvements to ensure business excellence.

Key Responsibilities
  • Investigate, analyze, review and/or refer reconciliation items accounts in the established period as assigned.
  • Maintain an organized record of referred reconciliation items and their follow-ups to Insurance, Brokerage Companies.
  • Prepare, document and submit monthly income accruals related to items pending in the reconciliation.
  • Maintain communication with the business and ensure that cases included in the accrual are billed and removed from the accrual during the next month.
  • Support the processes of the Investigation & Analysis unit, particularly in the functions of checks payments, registrations and printing.
  • Responsible for identifying all cases that must be reported under the Unclaimed Funds account. Perform different alternate procedures to reach the customers.
  • Design, develop, implement and support improvement projects for the Insurance Business.
  • Identify and make recommendations for any processes that need to be modified.
  • Identify and use available tools and programs to make improvements to existing processes.
  • Ensure that Popular Risk business makes the checks requisitions to the insurance companies for the disbursement of COBRA payments received in Popular Risk.
  • Responsible for the balances of the PR Government insurance commissions of the Account Receivable Account.
Requirements
  • Bachelor's Degree in Accounting
  • At least one or two years of related experience
  • Excellent customer service skills
  • PC skills including knowledge of Windows Microsoft Office applications (Word, Excel etc.)
  • Detail oriented with analytical aptitude
  • Effective communication and writing skills in both English and Spanish
  • Ability to work under pressure, multi task and meet work plan deadlines

The estimated salary for this position is $65,000 - $85,000 per year, depending on experience.



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